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Aviso Wealth and ACU Wealth Management Events
Plan to attend this FREE Zoom webinar to gain a deeper understanding of spousal income splitting.
People choose to be together for love, but the tax system also has its say in that relationship. By understanding how taxes affect them, spouses can work around and within the rules to get the best possible tax result, particularly when it comes to managing investment income.
Everything you need to know and more about spousal income splitting, we invite you to join us for a conversation featuring Doug Carroll, resident tax expert at Aviso Wealth Inc.
Webinar topic: Spousal Income Splitting
Date & Time: Tuesday, October 24, 2023 from 12:00pm (noon) to 1:00pm (CST)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!
Meeting ID: 892 3630 1121
Passcode: 276784
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Call: 204-272-7920
Meeting ID: 892 3630 1121
Passcode: 276784
Plan to attend this FREE webinar on Spousal Income Splitting
About the presenter
Doug Carroll BBA JD LLM(Tax) CFP TEP
Tax & Estate Specialist
Aviso Wealth Inc.
- Doug Carroll is the Tax & Estate Specialist for Aviso Wealth Inc., a wealth management partner to credit unions across Canada.
- He previously ran an estate planning law practice, and was an advanced case consultant with a life insurer and a mutual fund provider.
- Doug also holds a business degree and a Master of Law specializing in Tax, and is qualified as a Certified Financial Planner and a Trust & Estate Practitioner.
- He’s been doing this for 25 plus years, now supporting our financial advisors, from written articles to individual case consultations, and of course webcasts as we are doing today.